UBS raises Chipotle stock price target to $65 on expected sales improvement

Published 17/07/2025, 11:24
UBS raises Chipotle stock price target to $65 on expected sales improvement

Investing.com - UBS raised its price target on Chipotle Mexican Grill (NYSE:CMG) to $65.00 from $60.00 on Thursday, while maintaining a Buy rating on the stock ahead of the company’s second-quarter earnings report due July 23. The company, currently trading at a P/E ratio of 46.5x and showing a robust revenue growth of 12.6% in the last twelve months, maintains strong financial health according to InvestingPro data.

The investment firm expects Chipotle’s second-quarter same-store sales to align with consensus estimates of approximately -2.9%, reflecting macroeconomic challenges and difficult year-over-year comparisons against last year’s 11.1% comparable sales growth. With a current ratio of 1.52 and strong cash flows sufficient to cover interest payments, the company maintains solid operational fundamentals despite market pressures.

UBS believes the weaker first-half trends were primarily driven by macroeconomic pressures and tough comparisons rather than structural issues, with key sales drivers remaining intact for the Mexican-inspired restaurant chain. InvestingPro analysis reveals 13+ additional key insights about CMG’s valuation and growth prospects, available to subscribers.

The firm anticipates Chipotle will largely reiterate its 2025 guidance, including low-single-digit same-store sales growth for the full year, with second-half performance likely strengthening to the mid-single-digit range.

UBS views Chipotle as "among the highest quality growth stocks in the sector," citing sales catalysts that should support the company’s long-term outlook for positive transaction growth, mid-single-digit same-store sales increases, margin expansion, and accelerated unit development driving approximately 20% earnings-per-share growth.

In other recent news, Chipotle Mexican Grill has seen several updates from various financial analysts regarding its stock performance and future outlook. RBC Capital has raised its price target for Chipotle to $65, citing the success of its honey chicken offering, which has shown promising results across 35 locations. Similarly, Citi increased its price target to $68, highlighting new sales initiatives and marketing efforts expected to drive growth in the second half of 2025. Truist Securities also adjusted its price target to $64, noting improved sales growth following the launch of the "Adobo Ranch" offering.

KeyBanc raised its price target to $60, maintaining an Overweight rating, and projected a slight miss on second-quarter same-store sales growth but acknowledged improving sales trends. Melius Research initiated coverage with a Hold rating and a $60 price target, praising Chipotle’s execution and growth but remaining neutral due to current stock valuations. These developments come as Chipotle navigates investor concerns about menu price increases and aims to boost sales with new products and marketing strategies. Analysts from RBC and Citi expressed confidence in Chipotle’s ability to overcome recent challenges and drive future growth.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.